New Accounts & Client Growth Advisor

Security Bank Corporation

Cebu City

On-site

PHP 280,000 - 460,000

Full time

2 days ago
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Job summary

Security Bank Corporation in Cebu City is seeking a Customer Advisor - New Accounts Officer to handle in-house selling, cross-selling of bank products, and manage account portfolios to hit sales targets. You will open new peso/dollar CASA accounts, process renewals and payments, and ensure on-time, compliant service delivery in line with the Bank's standards.

The ideal candidate has a Bachelor's degree and at least 3 years in branch sales/operations with strong customer service and negotiation

Qualifications

  • Bachelor's degree required.
  • At least 3 years of combined sales and operations experience in branch banking.
  • Strong interpersonal, negotiation, and customer service orientation.

Responsibilities

  • Handle in-house selling and cross-selling of bank products and services.
  • Process opening of new peso/dollar CASA accounts and placements, renewals, terminations, and payments.
  • Manage account portfolio to achieve sales targets with timely, accurate service delivery.
  • Act as co-custodian to Main Vault Door and Cash Safe and perform end-of-day cash verification.
  • Ensure compliance with the bank's service standards and regulatory requirements.

Skills

Sales & cross-selling
Customer service
Negotiation
Relationship building

Education

Bachelor's degree

Job description

Security Bank Corporation in Cebu City is seeking a Customer Advisor - New Accounts Officer to handle in-house selling, cross-selling of bank products, and manage account portfolios to hit sales targets. You will open new peso/dollar CASA accounts, process renewals and payments, and ensure on-time, compliant service delivery in line with the Bank's standards.

The ideal candidate has a Bachelor's degree and at least 3 years in branch sales/operations with strong customer service and negotiation

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